CYS Investments

  • The Fed's Asset Purchases Continue to Hurt mREITs

    By Rupert Hargreaves - May 22, 2013 | Tickers: AGNC, ARR, CYS, HTS

    mREITs continue to feel the pressure as the Federal Reserve’s continual asset buying depresses the yields on their mortgage assets, squashing interest received by the companies, their net income, and investor returns.

    mREITs, or mortgage real estate investment trusts, work by borrowing money in order to purchase mortgage backed securities (MBS). The borrowing is usually in the form of a repurchase agreement (REPO) for which the company pays a more »

  • Will Diversification Help This Mortgage REIT?

    By Madhukar Dubey - May 21, 2013 | Tickers: NLY, CXS.DL, CYS

    The mortgage REIT industry is a favorable sector for income seeking investors, because of its high dividend yields. However, with the Federal Reserve’s continuous intervention into the market in recent times, there are concerns whether these companies will continue to provide higher dividend yields or not. Let's discuss the biggest player in this industry, Annaly Capital Management (NYSE: NLY), which recently posted first-quarter results. Let’s look at more »

  • Will These 5 REITs Maintain Their High Dividends?

    By Jordo Bivona - March 7, 2013 | Tickers: AGNC, NLY, ARR, CIM, CYS

    As much of the Fed's quantitative easing strategy, or QE3, has involved placing large amounts of capital into agency mortgage backed securities, what will happen to REITs when this round of quantitative easing ends? In this article, I will discuss why REITs, and particularly Annaly Capital (NYSE: NLY), will still produce strong dividend yields in both the short and the long run.

    While it is likely that most of more »

  • Will This REIT Boost Your 2013 Portfolio?

    By Maxwell Fisher - February 15, 2013 | Tickers: AGNC, NLY, CYS, RSO, TWO

    With the historically low interest rates of the past few years, REITs have offered tremendous income opportunities for investors. But lately, certain REITs have seen a slowdown in growth, turning some investors in other directions for higher dividend yields. In this article, I will discuss why CYS Investments (NYSE: CYS) - even with its recent drop in net income - can still provide income and growth opportunities.

    Overall, CYS performed well throughout more »

  • $4 Billion Hedge Fund Pine River Capital’s Top Stock Picks

    By Meena Krishnamsetty - February 15, 2013 | Tickers: AIG, NLY, CYS, NXY, OCN

    We have been keeping track of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012, which are due this week. 13Fs disclose many of these funds’ long equity positions in U.S. stocks as of the end of the quarter. We compile these holdings in our database and work to develop investment strategies based on the raw data; the most popular small cap stocks more »

  • Have Income Investors Returned To Agency mREITs?

    By Mohsin Saeed - January 31, 2013 | Tickers: AGNC, NLY, ARR, CYS, HTS

    Back in December last year, Agency mortgage REITs were trading on deep discounts to their book values Since the beginning of the year 2013, Agency mortgage REITs have appreciated in price greater than the year to date performance of S&P (the broad market). However, most are still trading at discounts to their book values yielding attractive double digit dividends under the ultra low interest rate environment.  

    Year To Date more »

  • Take Advantage of This 16.1% Dividend Yield While it Lasts

    By Jordo Bivona - January 14, 2013 | Tickers: AGNC, NLY, CYS, IVR, TWO

    I have been thinking a lot about the outlook in 2013 for American Capital Agency (NASDAQ: AGNC) as well as the Agency mREIT industry.

    My Predictions

    I anticipate that compression of net interest spreads will continue along with a further recovery of the U.S. housing market. Though I see yields continuing to remain low, significant additional pressure on net interest margins should ease while the book value will most more »

  • Will This mREIT Maintain its Healthy 13.5% Dividend Yield in 2013?

    By Jordo Bivona - January 3, 2013 | Tickers: AGNC, MTGE, NLY, CYS, NCT

    The Federal Reserve's recent quantitative easing has affected the mortgage REIT sector. Lowered interest rates have resulted in some homeowners refinancing their mortgages and reducing profits for mortgage REITs. However, mortgage REITs have been adjusting to the new business environment. Many of these companies have recently reduced dividends to more sustainable levels.  On the flip side, the program also keeps borrowing rates low.

    CYS Investments (NYSE: CYS) shares were more »

  • Housing Recovery: Buy These 2 Stocks

    By Piyush Arora - December 17, 2012 | Tickers: AGNC, NLY, AMTG, CYS


  • Five High-Yield Dividend Stocks with Significant Insider Buying

    By Karin Hernandez - December 11, 2012 | Tickers: NLY, ARR, CYS, JMI, KFN, NCT

    Insiders are the best barometer of a company’s future prospects, right? But insider selling can be for any reason – taxes, portfolio diversification, personal reasons. So it’s hard to judge a company by its insider selling (unless there’s an enormous wave, then it probably means you should get out of the way!). But there’s only one reason for insider buying – the insiders think the price is going more »

  • A 14% Yield You Can't Miss

    By Piyush Arora - September 26, 2012 | Tickers: AGNC, NLY, CYS, IVR

    We all know what happened during the crash of the 2008-2009, and most of the investors prefer to stay away from mREITs. The pessimism is justified, given the amount of risks they incur, but hey, no risk no reward right? Well we don’t mean that any risky investment would yield good returns, but any sound investment just might do the job. The Federal Reserve Bank announced a stimulus package more »

  • 5 Stocks to Profit from the Favorite Indicators of 3 Investing Legends

    By Jonathan Yates - September 13, 2012 | Tickers: CLF, VALE, CYS, INTC, SWY

    It is wise to follow the advice of investing legends.  

    Jack Bogle, founder of the Vanguard Mutual Fund Group, paid particular attention to dividend income.  Sir John Templeton, selected in 1999 by Money magazine as "arguably the greatest stock picker of the century," favored stocks that had low price-to-earnings ratios.  Peter Lynch, who guided the Fidelity Magellan fund to annualized returns of 29.2% from 1977 to 1990, views the more »

  • Why This Dividend Darling Is Too Good To Be True

    By Ryan Guenette - August 28, 2012 | Tickers: NLY, CIM, CYS, HTS, TWO

    The search for reliable income has become extreme. Despite the recent rally in the overall market, fear continues to overpower optimism. Unemployment in the United States is once again on the rise. Fears of the European Union falling into a hopeless spiral downward have been confirmed by the numerous reports depicting a continent falling together. China’s magnificent growth is slowing, prompting officials to prepare for a projected “soft landing more »

  • Ben Bernanke's Gift of High Yield, No Debt Stocks

    By Jonathan Yates - August 22, 2012 | Tickers: ANH, CYS, GS, IVR, PMT

    When Federal Reserve Chairman Ben Bernanke strides to the podium at Jackson Hole in late August to speak, the entire mortgage investment industry should rise up and cheer. 

    The stock holders for companies in this sector such Ellington Financial LLC, Invesco Mortgage Capital (NYSE: IVR), Anworth Mortgage Asset (NYSE: ANH), PennyMac Mortgage Investment (NYSE: PMT), and CYS Investments (NYSE: CYS) should all join in the standing ovation.  Due to Bernanke more »

  • 4 High Yielding Dividend Investments

    By Piyush Arora - August 14, 2012 | Tickers: CPLP, CYS, LGCY, PMT

    As the famous proverb goes, “when the going gets tough, the tough get going”, applies to the current market situation very aptly. The markets are choppy most of the time, mainly because of the EURO, and there is no clear indication as to when this rough patch is going to end. One can pick up a value stock or a growth stock, and make big bucks out of them, but more »

  • Today's Golden REIT Pick: CYS

    By Bill Edson - August 10, 2012 | Tickers: AGNC, NLY, ARR, CIM, CYS

    As mortgage rates continue to stand at historical lows, mortgage RIETs are continually rewarding their investors with both a nice dividend income as well as share growth. Most have consistently held on to double digit dividend yields throughout 2012, and they are likely to continue to outperform the market through year end and beyond.

    In this article, I will show how CYS Investments (NYSE: CYS), based on its double digit more »

  • A Lucrative Play in the REIT Sector

    By cris vicari - July 11, 2012 | Tickers: AGNC, ARR, CYS, NCT, RSO

    Investors who are seeking portfolio growth can definitely find it in the REIT sector. With the low federal funds rate that is slated to continue at least through the next two years, both residential and commercial real estate buyers are sure to benefit.

    CYS Investments (NYSE: CYS) is a strong player in the REIT arena. The firm continues to operate with extremely strong risk management practices, aligning its investor interests more »

  • 5 High Yield REITs Pumping Out Juicy Distributions

    By Michael French - January 17, 2012 | Tickers: AGNC, NLY, ARR, CIM, CYS

    High yield REITs can provide significant distributions to investors, because tax requirements mandate that REITs pay 90% of profits through partner distributions to keep their beneficial tax status. Their high income can be beguiling, but with high income can come unique risks. In this article, I analyze five high yield REITs to see which ones are the best choices on a valuation basis.

    Annaly Capital Management Inc (NYSE: NLY) currently more »